Permission Sets & Permission Set Groups

Permission Set Groups allow you to rethink your whole Profile setup, by utilizing this feature you are able to assign multiple Permission Sets with just once Permission Set Group

For those of you that don’t know or may have forgotten, Permission Set Groups, released in the Winter 20’ release, allow you to combine multiple Permission Sets into a singular Permission Set Group which can then be assigned to a User.

‍So… why are they useful?

‍They’re an easier way to assign numerous Permission Sets at once, whether they be grouped by role or specific access to an App and all related Objects. They give you the ability to combine multiple Profiles into just a singular base Profile and you are then able to differentiate the User’s through the newly created Permission Set Groups instead.

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How To Create Permission Set Groups

1. Ensure you have at least one Permission Set created, you can check this by going to the ‘Permission Sets’ Setup menu section.
2. Then navigate to ‘Permission Set Groups’ in the Setup menu and press ‘New Permission Set Group’ in the top right corner.
3. Fill in the modal window with the name of the Permission Set Group, and a useful description and hit ‘Save’.
5. From here you are presented with a pretty recognizable UI. However, for this example, we’re going to click ‘Permission Sets in Group’ and then ‘Add Permission Set’.
6. Select all of the required Permission Sets and press ‘Add’ and then ‘Done’.
   
7. To assign a User, click the ‘Manage Assignments’ button and then follow it by pressing ‘Add Assignments’.
8. Select all the Users to apply the Permission Set Group to, and press ‘Assign’.

Things To Note

• Profiles are still needed for things such as assigning Record Types,
• You can add up to 100 Permission Sets to a Permission Set Group,
• You can ‘Mute’ Permissions through the Permission Set Group, &
• If a Permission Set is part of a group, it can still be assigned individually